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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

WY holding history

Weyerhaeuser Co in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WY overviewAll 13F holders of WYFull Q2 2026 holdings

Shares (Q2 2026)
251
Value
$6.01K
% of portfolio
<0.1%
Quarters held
8
Since Q4 2021
Holdings of WY by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026251$6.01K<0.1%+251NewHolders
Q1 20240$00.0%−10−100.0%Sold outHolders
Q4 202310$348<0.1%+10NewHolders
Q2 20230$00.0%−160−100.0%Sold outHolders
Q1 2023160$4.82K<0.1%00.0%UnchangedHolders
Q4 2022160$4.96K<0.1%00.0%UnchangedHolders
Q3 2022160$5.00K<0.1%00.0%UnchangedHolders
Q2 2022160$5.00K<0.1%00.0%UnchangedHolders
Q1 2022160$6.00K<0.1%00.0%UnchangedHolders
Q4 2021160$7.00K<0.1%+160NewHolders